Miles Anthony

Patrick Donnelly is a financial advisor at Donnelly Financial Services with five years of industry experience. His prior roles include positions at Third Bridge Group and PNC Bank. Donnelly Financial Services is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm offers client-focused investment programs that incorporate both fundamental and technical analysis, as well as educational seminars available to the public.

Thomas Brotanek is a financial advisor at Aviles Capital Management LLC in Middletown, NY, holding a Series 65 credential with 5 years of industry experience. He has worked at Aviles Capital Management since 2014 and is also involved with ABS Jets, a.s. since 2007. Brotanek’s work outside of investment management includes non-investment business activities that represent a significant source of income and time. Aviles Capital Management LLC offers fee-based portfolio management through its “Comprehensive Value Portfolio Management” program, focusing on small-, mid-, and large-cap equities alongside U.S. Treasury securities. The firm uses a value-oriented, fundamental analysis approach with selective use of equity options, margin, ETFs, and Treasury Inflation-Protected Securities to manage risk and capital preservation.

Michael Maranslicht is the sole advisor at Lanmar Capital Management in Rock Hill, NY. He holds Series 63 and Series 65 licenses and has led the firm since its founding in 2014. Lanmar Capital Management provides discretionary, custom portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach combining growth-stock selection based on the CANSLIM methodology with fundamental and technical analysis, actively managing portfolios using derivatives, margin, and short-selling as part of its risk management strategy.

Christopher Pollard is a CFP® professional with 17 years of industry experience. He has been with Great Path Planning since 2016 and also operates Great Path Tax Services, providing seasonal tax preparation and planning. Great Path Planning is an SEC-registered advisory firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and portfolio management. The firm uses a primarily passive, low-cost investment approach centered on diversified asset allocations and offers additional services such as retirement plan advisory, tax planning, and estate review.

Mark Lazarczyk is a financial advisor at HV Capital Management with a Series 65 designation and one year of industry experience. He previously worked for Hudson Valley Investment Advisors, Inc. for ten years. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach combines a proprietary Macroeconomic Signal Matrix with scenario-based frameworks to guide strategic asset allocation and tactical positioning, and it offers a subscription-based research product with market commentary and thematic insights.

Ronald Mayfield is a CFA® charterholder with six years of industry experience. He is currently an advisor at HV Capital Management, where he has worked since 2025, following an 11-year tenure at Hudson Valley Investment Advisors. HV Capital Management provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a proprietary Macroeconomic Signal Matrix to combine macroeconomic and thematic analysis with security-level research, supporting both strategic asset allocation and tactical positioning.